While some of the largest investors have found success implementing the “endowment model” approach to investing, large and mid-sized college/university endowments attempting to emulate the model have not had the same success. The impact of the COVID-19 pandemic may also play a role in an organization’s ability to pursue the model.
We partnered with Association of Governing Boards (AGB) and Idaho State University to show an example of the construction of a successful implementation of the endowment model, additional impacts caused by the COVID-19 pandemic and concerns and potential risks for those attempting to replicate it.
This webinar discusses:
- What is the endowment model approach to investing and how has it worked?
- How could the current and post-pandemic environment impact the endowment model?
- Should financially stronger universities attempt to replicate the model?
Andy Daly, managing director, SEI
Shauna Croft, director of finance and operations, Idaho State University FoundationWatch the Replay
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Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company (SEI). AGB is not affiliated with SEI or its subsidiaries.
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